Broadcom (AVGO) Posts Financial Results for Q4 2025 and FY 2025

Broadcom Inc. (NASDAQ:AVGO) is one of the Top AI and Technology Stocks to Buy According to Hedge Funds. On December 11, the company posted its financial results for Q4 2025 and FY 2025, with record quarterly revenue of $18.0 billion, up 28% YoY. This was mainly driven by AI semiconductor revenue that rose 74% YoY. Broadcom Inc. (NASDAQ:AVGO) continues to see the momentum continuing in Q1 and anticipates AI semiconductor revenue to double YoY to $8.2 billion, thanks to the custom AI accelerators and Ethernet AI switches.

In Q4 2025, the company saw income from continuing operations of $8,518 million, reflecting an increase from $4,140 million in Q4 2024, amidst increased operating income. Broadcom Inc. (NASDAQ:AVGO) expects total revenue of $19.1 billion and adjusted EBITDA of 67% in Q1 2026.

In Q4 2025, infrastructure software revenue came in at $6.9 billion, reflecting an increase of 19% YoY. Broadcom Inc. (NASDAQ:AVGO) ended the year with $73 billion of infrastructure software backlog, reflecting an increase from $49 billion a year ago. The company expects renewals to be seasonal in Q1 2026 and forecasts infrastructure software revenue to be ~$6.8 billion. Broadcom Inc. (NASDAQ:AVGO) expects that, for FY 2026, infrastructure software revenue will grow low double-digit percentage.

After the company’s earnings release, Morgan Stanley’s Joseph Moore gave an “Overweight” rating on the company’s stock, while increasing the price objective from $443 to $462.

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Disclosure: None. This article is originally published at Insider Monkey.